Moran Wealth Management’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,225	Closed	-$5.28M	–	544
2025 Q2	$5.28M	Sell	17,225 -1,913	-10%	-$593K	0.16%	176
2025 Q1	$6.47M	Buy	19,138 +25	+0.1%	+$8.15K	0.22%	141
2024 Q4	$5.99M	Buy	19,113 +28	+0.1%	+$8.59K	0.19%	146
2024 Q3	$5.62M	Sell	19,085 -818	-4%	-$229K	0.17%	158
2024 Q2	$5.22M	Sell	19,903 -126	-0.6%	-$32.5K	0.17%	167
2024 Q1	$5.51M	Sell	20,029 -390	-2%	-$103K	0.18%	159
2023 Q4	$4.93M	Sell	20,419 -711	-3%	-$164K	0.18%	168
2023 Q3	$4.42M	Sell	21,130 -256	-1%	-$54.6K	0.17%	163
2023 Q2	$5.04M	Sell	21,386 -657	-3%	-$151K	0.19%	154
2023 Q1	$5.12M	Buy	22,043 +210	+1%	+$50.8K	0.19%	155
2022 Q4	$5.34M	Buy	+21,833	New	+$4.99M	0.2%	141